Sales & CRM templates
Ready-made bases you can change in every way. Start from one, or bring the one you built in Airtable.
3 templates
All templates
Marketing campaign tracker templateBudget, spend, leads and assets for every campaign, with cost per lead worked out for you.
Sales CRM templateDeals, companies and contacts in one pipeline, with weighted value worked out for you.
Product catalog templateEvery product with price, cost, margin, colours and stock, organised into collections. 
Content calendar templatePlan every post, newsletter and video on one calendar, from idea to published.
Project tracker templateProjects and their tasks, with owners, dates and a timeline that keeps everyone honest.
Product roadmap templateWhat you are building, why it matters and when it lands, by quarter and by theme.
Event planning templateTasks, budget, vendors and guests for one event, from the first booking to the last thank-you.
Social media calendar templateEvery post on every platform, approved, scheduled and measured in one base.Marketing campaign tracker templateBudget, spend, leads and assets for every campaign, with cost per lead worked out for you.
Inventory tracker templateStock levels, suppliers and orders, with the items to reorder flagged for you.Sales CRM templateDeals, companies and contacts in one pipeline, with weighted value worked out for you.
Applicant tracker templateOpen roles and every candidate in them, moved from application to offer on one board.
Employee onboarding templateEvery new hire's first month, task by task, so nothing waits on someone remembering.
Bug tracker templateReport, triage and fix bugs by severity and release, with a form anyone can use to report one.
OKRs templateObjectives and the key results that measure them, with progress worked out as numbers move.
Expense tracker templateSubmit, approve and reimburse expenses, and see each budget's spend as it happens.
User research templateParticipants, sessions and the insights they lead to, linked so every finding has its evidence.Product catalog templateEvery product with price, cost, margin, colours and stock, organised into collections. Nothing matches that
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